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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
6720 N Scottsdale Rd Suite 390, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa-Advisors, Llc | New York | NY | 01/2019 | 06/2020 |
| Az Snowbowl | Flagstaff | AZ | 01/2016 | 05/2020 |
| Wilderness Medics, Inc | Hamilton | MT | 03/2017 | 06/2022 |
| Northern Arizona University | Flagstaff | AZ | 08/2015 | 12/2018 |
| Equitable Advisors, Llc | New York | NY | 01/2019 | 10/2025 |
| Arizona Fire And Medical Authority | Sun City West | AZ | 03/2021 | 09/2021 |
| Sedona Fire District | Sedona | AZ | 09/2021 | Present |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 10/2025 | Present |
| Southwest Wealth Strategies | Scottsdale | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
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